PBRCX Mutual Fund

PBRCX Mutual Fund (Federated Hermes Prudent Bear Fund Class C) is managed by Federated Hermes with $7.1M in net assets. PBRCX expense ratio is 3.45%, holding 194 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1999-02-08.

PBRCX performance shows a YTD return of -7.79%. The 1-year return is -12.76% and the 5-year return is -10.17%. PBRCX dividend yield stands at 8.25%, paid annually.

PBRCX top holdings include Spdr S&p 500 ETF Trust (34.3%), United States Treasury Bill, 3.530%, 4/2/2026 (19.4%), United States Treasury Bill, 3.605%, 6/11/2026 (19.3%), Federated Government Obligations Fund (17.2%), S&P 500 E-Mini Short Futures (0.4%). Go to all PBRCX holdings, PBRCX sectors, or PBRCX dividends.

PBRCX can be compared against other funds. Use PBRCX overlap to find shared positions, or PBRCX vs another fund for a side-by-side view. PBRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.